National IFA firm offering a client bank with £18m FUM and existing HNW clients as well as exclusive ownership of a major accountancy firm introducer which supplies constant new business. My client are an instantly recognizable name within the world of Financial Planning. With a National presence they have been offering bespoke holistic FP services to HNW clients for over 30 years. They are currently recruiting for a DipPF...
The Company Our client is a prestigious Financial Services organisation seeking a Paraplanner / Report Writer. Duties and accountabilities You will provide a comprehensive Paraplanner function for the IFA team, which can include - Conducting product research Compiling Client Suitability Reports based on Risk profile Preparing supplementary information for Adv...
Our client, a well established and leading IFA, currently requires a Paraplanner to join their growing team. Candidates will be required to: - Research products provide appropriate recommendations to IFA’s in all areas of financial planning. - Prepare reports and letters providing advice - Maintain client information accurately Experience: - Previous experience of working as...
Our client, a renowned Independent Financial Advisory Group is looking to recruit a skilled Paraplanner to join their Private Client team. You will work with specialist Private Client consultants, providing holistic wealth management services to HNW individuals. You role will be to prepare reports and documentation, conduct in depth research and review existing arrangements. You will assist the consultant in services the client need...
This expanding Financial Services subsidiary of an established Professional Services firm continues to build upon its strong reputation for strong wealth management, innovative products & excellent client service. Supporting a broad customer base, the business has returned a strong commercial performance and as a result, now seeks to recruit a Paraplanner to support the existing team. A broad and varied brief incorporates: •Colla...
Paraplanner – Private Clients £28,000-32,000 + Excellent Package Based in Central Birmingham Our client a leading wealth management firm with an excellent reputation in the market is currently seeking an experienced Paraplanner. Working closely with consultants you will be responsible for overseeing restructuring of clients financial planning requirements, wri...
We are currently seeking an additional Paraplanner for a highly respected and well-known firm of Wealth Managers. Based out of their offices in Birmingham, you will work closely with the Private Client Consultants, you will be act as technical interface between consultant(s) and client(s) and be specifically responsible for preparing letters and technical reports, the research of products and funds in order for suitable providers t...
Becoming a valued team member with this company offers a wealth of opportunity. An industry award winning company, this is one of the UK's largest independent private client investment managers with £24billion under management and who is searching for a Diploma qualified, experienced Paraplanner to provide support for the Financial Planning Managers. You should posses: Level 4 Diploma. <li...
Organisation Description Or client, a leading holisitc Chartered IFA based in London, is looking to recruit an experienced Paraplanner. The company specialise in dealing with the full range of Financial Service products and the provision of providing first class financial advice for both Private and Corporate client portfolio's. Due to continued expansion and an increase in business levels they are seeking...
Professional and successful financial company based in North London is looking to employ a Paraplanner, offering salary up to 26,000 basic, great bonus and excellent befit package. Due to continued growth they currently have a Paraplanner role within their team in North London. The right candidate will possess relevant skills and previous experience that include: Preparation of Suitability Reports covering all aspects ...
Recently established, independent financial planning company is seeking to employ an experienced and highly motivated Paraplanner to work in one of their offices in Surrey. Salary between 26,000 and 30,000 includes bonus and excellent benefits including pension contributions. Our client provides financial advice and investment management services that are provided by highly qualified professionals with a long experience to a wide ra...
Leading personal financial planning firm is currently looking to recruit a high quality and motivated Paraplanner in their West End office. An Attractive salary between 28,000 and 32,000 comes with excellent benefits and pension contributions. The financial planning practice has a smart office in the West End of London has a long established financial services section advising sophisticated and wealthy clients. Our client offers the...
Specialist independent financial adviser practice based in Worcestershire seeks a Technical Paraplanner to join their team. Key responsibilities include the servicing of prospective and existing clients on all aspects of financial planning. You will manage and prioritise your Consultant's client work, carry out technical fund and provider research to meet the clients' needs, produce compliant bespoke suitability reports, ...
Specialist independent financial adviser practice based in Worcestershire seeks a Technical Paraplanner to join their team. Key responsibilities include the servicing of prospective and existing clients on all aspects of financial planning. You will manage and prioritise your Consultant's client work, carry out technical fund and provider research to meet the clients' needs, produce compliant bespoke suitability reports, ...
The Company Our client is a prestigious Financial Services organisation seeking a Paraplanner for their office in Aberdeen. Duties and accountabilities You will provide a comprehensive Paraplanner function for the IFA team, which can include - Conducting product research Compiling Client Suitability Reports based on Risk profile Preparing supplementary inform...
The Role: Will be to provide support for a number of Independent Financial Advisers. You will deal primarily with research and report writing There is likely to be some client facing work such as annuity fact finding, annual reviews and annual drawdown reviews etc. Key Attributes include: Ability to work under own initiative Familiarity wit...
Our client is looking for an experienced paraplanner for their Chartered FP IFA practice. Ideally they are looking for someone with a CII Diploma or equivalent, but they will consider an experienced paraplanner who looking to become chartered You will need experience of completing research and reports for investment and pension scenarios, particularly for their more mature and high net worth clie...
Ref 1111 Contractor with Paraplanning experience £Negotiable Hampshire & Home based Relatively new to the market but with a clear focus and scalable business model, this IFA and DFM is seeking to hire an individual to take on a key role for a 3 to 6 month duration contract. The project will involve formulating and co-ordinating a comprehensive set of suitability reports so the company is able to de...
A highly successful Wealth Managers based in Manchester are now seeking an experienced Paraplanner to provide assistance to their senior consultants providing holistic advice to HNW clients. The role will involve producing comprehensive reports for clients giving a full summary of the options being considered. You must have previously worked as a Paraplanner, ideally in the HNW arena. The successful candidate will have full DipPFS and ideal...
Organisation Description A well established and genuinely high net worth IFA based in Leeds city centre. This company has excellent public transport links, (being 2 mins from the train station and 5 mins from the bus station), modern offices with a friendly atmosphere. Basic salary from £25k upwards (with no upper limit) depending on experience with benefits including Bupa health care, death ...
In order to apply for this position candidates MUST have STRONG PARAPLANNING experience. Consideration will be given to candidates within the Financial Services industry who wish to make their next move into this role or alternatively a Financial Services Consultant wishing to diversify. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.</...
Financial Services Administrator / Paraplanner - £20000 + bens Nottingham Our client is looking for a Financial Services Administrator or Paraplanner to join their professional and well established financial services organisation. Working across a blend of Pensions, Life Insurances and Investment portfolios you will be tasked to provide business support to the IFAs, Account Managers/Directors and other senior specialist...
One of the UK's largest Independent Private Client Investment Managers are currently recruiting for a Paraplanner to be based at their offices in Lincoln. Supporting the Financial Planning Managers, you will facilitate the smooth processing of new and existing business. Preparing business generating documentation for the Financial Planning Managers including report writing. As a Paraplanner, you will establish your own defined client base, prov...
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Date: 5 days ago
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Bristol, Avon
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£22,000 - £27,500 per annum, inc benefits
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1 application
Our client, a well established and thriving IFA practice requires a high calibre and experienced paraplanner to join their seasoned team. The right individual will be suitably qualified and be ready to embrace RDR mirroring the companies ethos. You must have the ability to be able to complete compliant suitability reports and research the most suitable products for clients on behalf of the financial advisor of whom you wou...
Paraplanner £Negotiable Birmingham A high-end financial advisory company is recruiting for an experienced Paraplanner to join their team in Birmingham City Centre. The opportunity has arisen due to natural growth and a strong market presence. Some of your responsibilities will include: Preparing letters and technical reports for consultants Research products and funds to enable suitable provide...
